UniCredit is reducing the amount of client money it invests through Amundi and according to a Bloomberg report, aims to reduce the level to almost zero in less than two years. The move reflects the ...

does such a beast exist? We've got a vbscript that's being put together to track some various things and we want the clientname of the connecting machine. Anything we've found uses WMI to pull client ...

A pair of big-name providers of financial advisor technology announced new integrations to expand the services they provide. Cash management fintech Flourish Cash can now pull client data directly ...